We are a boutique investment counselor.  Our focus is on tailored wealth management solutions to individuals, trusts and corporations with portfolios of $100,000 and above.  Our portfolio offerings consist of quality fund managers that share our investment philosophy and focus on capital preservation.  Diversification is achieved through the introduction of complementary asset classes offered by these select fund managers.

We were introduced in 2000 as a joint venture between Zlotnik, Lamb and Company (financial services) and Vertex One Asset Management (investment manager).  We act as both the asset management division of Zlotnik, Lamb & Company, and as the primary marketing arm of Vertex One Asset Management.

Our portfolios are structured with a blend of third-party investment funds. Our investment managers have been carefully researched beforehand, and investment execution is their sole focus. 

Our philosophy is to obtain the most efficient risk return trade off by combining traditional fixed income and equity investment with hybrid alternative investment strategies.  On average, our funds are recommended for a holding period of three to five years.